Austin Hughes
speaker
415 appearances
6 recordings
2 series
first heard Oct 2025
last heard 19 Jun
Austin Hughes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Dec 2025 with 2.
Appearances
That's down to 50% yesterday, and it's spooking US markets a little bit.
Yeah, there was quite a widespread, I suppose, tech-led downturn yesterday.
Tesla was down 6.5%.
A lot of the other big tech companies lost heavily.
And I see overnight kind of Japan is down about 2%.
The U.S.
indices, the main indices, up or down around that, or sorry, down either side of 2% yesterday.
The concern, as you say, is one, we don't know what's happening to the U.S.
economy at the moment, but there's increasing nervousness that maybe the tech sector has overdone things.
And the FT has quite a number of stories on it today.
One about Oracle saying that it's borrowed vast sums to...
to spend on chips and data centers, and the return may not be there.
There's another really interesting little story about Michael Burry, who called the housing collapse and the CDO collapse.
Exactly.
And that he has closed his asset managed company because he thinks that tech valuations are
are just ridiculous.
And there's a couple of really interesting side stories, if anyone has the time to look at them today, where he has actually reported to have taken on one big private trade effectively.
He's closed the asset management company, giving back the money, but he's put a private trade that looks for a company, Palantir,
Yesterday it was at 184, and he's an option to sell at $50.
So it fell $12 yesterday, and it needs to fall another 70% for him to make money.
Showing 341–360 of 415 · page 18 of 21
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